Smith Hayes Advisers’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Hold |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $224K | Buy |
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|
2015
Q1 | $215K | Sell |
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|
2014
Q4 | $216K | Sell |
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|
2014
Q3 | $224K | Sell |
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|
2014
Q2 | $276K | Sell |
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|
2014
Q1 | $274K | Sell |
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|
2013
Q4 | $295K | Buy |
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|
2013
Q3 | $271K | Sell |
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|
2013
Q2 | $297K | Buy |
|